See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $57,308 |
Service code 49 · EIN 04-1590850 | Other Services | $27,429 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 16 · EIN 36-4291971 | Consulting | $5,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,476 | $77,787-63.4% | $88,538-67.8% | $77,787-63.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 68.7%+31.3pp | 73.2%+26.8pp |
| Annual return | 42.42% | 32.57%+9.8pp | 43.64%-1.2pp | 32.57%+9.8pp |
| Employer contribution / active EE | $1,594 | $2,504-36.3% | $2,098-24.0% | $2,504-36.3% |
| Participant deferral / active EE | $2,957 | $3,967-25.5% | $2,914+1.5% | $3,967-25.5% |
| Admin fee / account holder | $56 | $100-44.2% | $4,310-98.7% | $100-44.2% |